You can update some of your contact details directly from the Cash Management page in your Stessa account. For changes that aren’t editable in the app, our Customer Success team can help—just email support@stessa.com or reach out through the messenger.
Note: If you have multiple Cash Management accounts for different entities, you'll need to update the contact information separately for each one.
How to Update Contact Information at the Entity Level
Go to the Cash Management page
Log into your Stessa account and navigate to the Cash Management section.Open the account menu
Find the account you'd like to update. Click the three-dot menu (⋯) on the account display card.Select “Edit Account”
This will open a slide-out panel with your current contact information.Make your changes
Update the relevant fields. The Save button will become active once you've made a change.Save and verify your changes
Click Save. This will trigger two-factor authentication (2FA).Complete two-factor authentication
Choose to receive a text message or phone call with a 6-digit verification code.Enter the code to confirm
After entering the correct code, your updated contact information will be saved.